William David Richards is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-06-17 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2023-08-15 | 2026-06-15 | — |
| EDWARD D. JONES & CO., L.P. | 2021-11-22 | 2023-07-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-07-02 | 2021-11-24 | — |